Retirement Advice Center

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Spotlight News



SURVIVING MARKET VOLATILITY W/BILL FEAKES          

Exceptional Advisor Podcast

New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective and building retirement strategies to manage through economic uncertainty.

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NET UNREALIZED APPRECIATION: A RETIREMENT DISTRIBUTION STRATEGY TO REDUCE TAXES           

From the Investments & Wealth Monitor

Employer stock may be treated differently from other retirement plan account assets under the net unrealized appreciation election.

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Articles and White Papers


WHY SO SERIOUS ABOUT RETIREMENT INCOME?          

From the Investments & Wealth Monitor

Advisors should create a more positive narrative for clients by articulating a plan for managing market losses, including adjustments to cash flow, and retirement-income success.

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SUCCESSION PLANNING THOUGHTS AND STRATEGIES: A DISCUSSION WITH DANA ANSPACH, CFP®, RMA®, AND TOM MORRIS CFP®, RMA®          

From the Investments & Wealth Monitor

The Investments & Wealth Monitor takes you behind the scenes to uncover succession-planning thoughts and strategies from successful institute-member advisors.

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LONG-TERM CARE PLANNING FOR MATURE CLIENTS: INSURING AGAINST LONGEVITY AND HEALTHCARE RISKS WITH MODERN SOLUTIONS          

From the Investments & Wealth Monitor

A huge knowledge gap exists between what consumers think about long-term care insurance and how they can insure against long-term care costs.

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IF YOU GIVE ROLLOVER ADVICE TO IRA OWNERS, ACT NOW: THE COMPLIANCE DEADLINE HAS PASSED          

From the Investments & Wealth Monitor

Any fiduciary advisor who recommends that a client move assets from a plan to an individual retirement account risks engaging in a prohibited transaction if the advisor is paid as a result of the recommendation.

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PRIVATE MARKETS: ASSET ALLOCATION AND PORTFOLIO CONSTRUCTION            

From the Investments & Wealth Monitor

Product innovation has made private-market investments more readily available to a larger group of investors at lower minimums and with more-flexible liquidity features.

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AND NOW YOU KNOW ... THE REST OF THE STORY          

From the Investments & Wealth Monitor

This article considers implications and complexities of Russia’s invasion of Ukraine, the upward trend in inflation, interest rate hikes, the U.S. stock market, and the retirement crisis.

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Latest Discussions

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Online Education and Podcasts


MEDICARE PLANNING         

Exceptional Advisor Podcast

Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses the intricacies of Medicare planning and the situations surrounding it.

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COLLEGE AND STUDENT LOAN PLANNING ESSENTIALS         

Certificate Program

This course is designed for advisors and financial professionals who wish to become more knowledgeable in the areas of education funding, financial aid planning, and student loan advising.

15 credits, including 6 tax & regulations credits, for CIMA®, CPWA®, and RMA® certifications.

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SOCIAL SECURITY PLANNING         

Microcourse

The Social Security program is greatly misunderstood. Knowing when and how to take Social Security retirement benefits has a major impact on the achievement of financial goals. Your role as an advisor is to be the person who can explain this complicated program and how it applies in each client’s situation.

1 credit for CIMA®, CPWA®, and RMA® certifications.

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THE BASICS OF ESTATE PLANNING

Exceptional Advisor Podcast

Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss key estate planning strategies, estate planning documents, estate taxes, and special estate planning circumstances.

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LEGACY ESSENTIALS: AGING WITH DIGNITY        

On-Demand Recording

One thing every financial professional has in common is an aging client base. Join us as we explore your role in helping your clients age with dignity and grace.

1 credit for CIMA®, CPWA®, and RMA® certifications.

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SOLUTIONS TO EMERGING TAX PROBLEMS IN RETIREMENT W/WALDEAN WALL            

Exceptional Advisor Podcast

Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.

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Blogs



SEC MOVES CLOSER TO DOL FIDUCIARY REQUIREMENTS FOR SERVICE PROVIDERS       

From Washington Insights, December 2022

Washington Insights reviews a proposed rule by the Securities and Exchange Commission that would require registered investment advisers to apply a due diligence process to the selection and monitoring of service providers to their firms. The Department of Labor previously identified a similar need for Employee Retirement Income Security Act fiduciaries to prudently select and monitor a plan’s service providers.

Read at Washington Insights

Institute Blog: Investment Sense

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Professional Development

INSTITUTE PROFILES:

Ashok S. Ramji, RMA®, CFP®, CDFA®, CHFC®, CLU®, RICP®

"There’s more confidence post-RMA® certification. It helps the clients, it helps me. The RMA® curriculum provides a framework for looking at things truly across the silos.”

Read Ashok's Story





Institute Announcements

  • Investments & Wealth Institute Appoints Avi Sharon as Editorial Advisory Board Chair

    3 months ago
    The Investments & Wealth Institute, has announced that Dr. Avi Sharon will become Editorial Advisory Board Chair of Investments & Wealth Monitor, its peer-reviewed, bimonthly educational magazine that showcases industry news and articles to provide education, insight, explanation, and coverage of key ...

  • Investments & Wealth Institute Announces Agenda for Lifecycle Planning Virtual Conference

    3 months ago
    The Investments & Wealth Institute (IWI), has announced the agenda and lineup of speakers for the Lifecycle Planning Virtual Conference, its inaugural virtual event that primarily features five thought leader panels comprised of cutting-edge practitioners, as well as industry and academic experts who will identify and address the ...

  • Investments & Wealth Institute Announces New ‘Experience’ Conference to be Held April 7-10, 2024

    5 months ago
    The Investments & Wealth Institute has announced the date and location for its 2024 annual conference—along with a rebranding that emphasizes the Institute’s priority to optimize advisor engagement and deliver advanced content and practical strategies for exceptional advisors.

Institute Events


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